Fund shareholders of Morningstar Inc
ISIN US6177001095 · United States · LEI 529900YGNQPOVAXQ7F29
- Fund shareholders
- 380
- Of which ETFs
- 95 285 other funds
- Value held
- 1.7B $ 10.3M SEK
- Share of capital
- 26.3 % of 37.5M shares on Jul 24, 2026
380 funds hold this company. This table lists the 379 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 1,099,446 | 185.9M $ | 1.89 % | 2.93 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Mid-Cap ETF iShares Trust | 760,099 | 128.5M $ | 0.12 % | 2.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 692,439 | 117.1M $ | 0.01 % | 1.85 % | as of Mar 31, 2026 ↗ |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 689,404 | 116.3M $ | 0.48 % | 1.84 % | as of Apr 30, 2026 ↗ |
| BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 535,000 | 90.4M $ | 3.46 % | 1.43 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 501,995 | 84.9M $ | 0.05 % | 1.34 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 444,168 | 74.9M $ | 0.34 % | 1.18 % | as of Apr 30, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 280,653 | 47.4M $ | 0.12 % | 0.75 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 256,151 | 43.3M $ | 0.05 % | 0.68 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 206,977 | 35M $ | 1.23 % | 0.55 % | as of Mar 31, 2026 ↗ |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 171,590 | 28.9M $ | 0.56 % | 0.46 % | as of Apr 30, 2026 ↗ |
| Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 137,101 | 23.2M $ | 0.50 % | 0.37 % | as of Mar 31, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 128,766 | 21.7M $ | 0.02 % | 0.34 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 128,553 | 21.7M $ | 0.11 % | 0.34 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 125,256 | 22.9M $ | 0.06 % | 0.33 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 112,274 | 19M $ | 0.12 % | 0.30 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Fund I Principal Funds, Inc | 107,195 | 18.1M $ | 0.29 % | 0.29 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 97,218 | 16.4M $ | 0.09 % | 0.26 % | as of Mar 31, 2026 ↗ |
| Optimum Large Cap Growth Fund Optimum Fund Trust | 91,290 | 15.4M $ | 0.91 % | 0.24 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | 85,983 | 14.5M $ | 1.76 % | 0.23 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 81,453 | 13.8M $ | 0.03 % | 0.22 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 79,118 | 13.3M $ | 0.03 % | 0.21 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 75,705 | 13.9M $ | 0.01 % | 0.20 % | as of Feb 28, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 75,568 | 13.8M $ | 0.02 % | 0.20 % | as of Feb 28, 2026 ↗ |
| Royce Premier Fund ROYCE FUND | 70,944 | 12M $ | 1.20 % | 0.19 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 68,817 | 11.6M $ | 0.20 % | 0.18 % | as of Mar 31, 2026 ↗ |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 68,360 | 11.6M $ | 0.12 % | 0.18 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 64,267 | 11.8M $ | 0.09 % | 0.17 % | as of Feb 28, 2026 ↗ |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 63,942 | 10.8M $ | 0.60 % | 0.17 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 62,099 | 10.5M $ | 0.03 % | 0.17 % | as of Apr 30, 2026 ↗ |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 61,240 | 10.4M $ | 0.31 % | 0.16 % | as of Mar 31, 2026 ↗ |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 59,493 | 10.1M $ | 0.13 % | 0.16 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 58,470 | 9.9M $ | 0.01 % | 0.16 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 54,888 | 9.3M $ | 0.07 % | 0.15 % | as of Apr 30, 2026 ↗ |
| Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 52,016 | 9.5M $ | 1.25 % | 0.14 % | as of Feb 28, 2026 ↗ |
| Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 49,729 | 8.4M $ | 0.82 % | 0.13 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 44,604 | 8.2M $ | 0.01 % | 0.12 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,526 | 7.2M $ | 0.02 % | 0.11 % | as of Apr 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 42,259 | 7.7M $ | 0.06 % | 0.11 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 41,105 | 6.9M $ | 0.36 % | 0.11 % | as of Apr 30, 2026 ↗ |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 37,712 | 6.4M $ | 0.59 % | 0.10 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 37,039 | 6.3M $ | 1.50 % | 0.10 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 36,931 | 6.2M $ | 0.41 % | 0.10 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 36,281 | 6.6M $ | 0.13 % | 0.10 % | as of Feb 28, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 36,206 | 6.1M $ | 0.34 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 35,384 | 6.5M $ | 0.01 % | 0.09 % | as of Feb 28, 2026 ↗ |
| NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 34,166 | 5.8M $ | 0.90 % | 0.09 % | as of Mar 31, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 32,927 | 5.6M $ | 0.23 % | 0.09 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 31,901 | 5.8M $ | 0.06 % | 0.09 % | as of Feb 28, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 31,782 | 5.4M $ | 0.01 % | 0.08 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 27,547 | 4.7M $ | 0.13 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Muirfield Fund Meeder Funds | 26,620 | 4.5M $ | 0.40 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. | 25,975 | 4.4M $ | 1.33 % | 0.07 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 25,959 | 4.8M $ | 0.01 % | 0.07 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 25,580 | 4.3M $ | 0.01 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 24,651 | 4.5M $ | 0.02 % | 0.07 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 24,552 | 4.5M $ | 0.01 % | 0.07 % | as of Feb 28, 2026 ↗ |
| JNL Mid Cap Index Fund JNL Series Trust | 23,435 | 4M $ | 0.12 % | 0.06 % | as of Mar 31, 2026 ↗ |
| AMG River Road Mid Cap Value Fund AMG Funds IV | 23,315 | 3.9M $ | 1.01 % | 0.06 % | as of Apr 30, 2026 ↗ |
| iShares Core Dividend Growth ETF iShares Trust | 23,302 | 3.9M $ | 0.01 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 22,572 | 3.8M $ | 0.20 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 20,637 | 3.5M $ | 0.01 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 20,490 | 3.5M $ | 0.12 % | 0.05 % | as of Apr 30, 2026 ↗ |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 18,887 | 3.2M $ | 1.12 % | 0.05 % | as of Mar 31, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 18,819 | 3.2M $ | 0.12 % | 0.05 % | as of Mar 31, 2026 ↗ |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 18,541 | 3.1M $ | 0.30 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 18,218 | 3.3M $ | 0.13 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 18,087 | 3.1M $ | 0.47 % | 0.05 % | as of Apr 30, 2026 ↗ |
| DF DENT MIDCAP GROWTH FUND FORUM FUNDS | 18,076 | 3.1M $ | 1.16 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 18,041 | 3M $ | 0.01 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 17,954 | 3M $ | 0.24 % | 0.05 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 17,936 | 3M $ | 0.13 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 17,725 | 3M $ | 0.09 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 17,590 | 3.2M $ | 0.12 % | 0.05 % | as of Feb 28, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 17,246 | 2.9M $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 17,127 | 2.9M $ | 0.12 % | 0.05 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 16,805 | 2.8M $ | 0.06 % | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 16,692 | 2.8M $ | 0.01 % | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 16,572 | 2.8M $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 16,122 | 2.7M $ | 0.12 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 15,916 | 2.7M $ | 0.47 % | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 14,781 | 2.5M $ | 0.07 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 14,329 | 2.4M $ | 0.01 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 14,214 | 2.4M $ | 0.12 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 13,784 | 2.5M $ | 0.01 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 13,537 | 2.3M $ | 0.01 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Vident U.S. Equity Strategy ETF ETF Series Solutions | 13,474 | 2.5M $ | 0.34 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust | 12,811 | 2.2M $ | 1.55 % | 0.03 % | as of Mar 31, 2026 ↗ |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 12,470 | 2.3M $ | 0.07 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 12,402 | 2.3M $ | 0.01 % | 0.03 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 12,272 | 2.1M $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 12,064 | 2M $ | 0.63 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 11,836 | 2M $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 11,817 | 2M $ | 0.06 % | 0.03 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,133 | 1.9M $ | 0.02 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 11,011 | 1.9M $ | 3.08 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 10,818 | 1.8M $ | 0.12 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 10,680 | 1.8M $ | 0.12 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 10,658 | 2M $ | 0.12 % | 0.03 % | as of Feb 28, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 10,271 | 1.7M $ | 0.09 % | 0.03 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 3.46 % | as of Mar 31, 2026 ↗ |
| Harbor Active Small Cap ETF Harbor ETF Trust | 3.19 % | as of Apr 30, 2026 ↗ |
| Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 3.08 % | as of Apr 30, 2026 ↗ |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 1.89 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust | 1.85 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | 1.76 % | as of Mar 31, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust | 1.55 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 1.50 % | as of Mar 31, 2026 ↗ |
| Bright Rock Mid Cap Growth Fund Trust for Professional Managers | 1.43 % | as of May 31, 2026 ↗ |
| BNP Paribas Funds US Mid Cap BNP Paribas Asset Management Luxembourg | 1.43 % | as of Dec 31, 2025 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 378 | +7 | 9,871,058 | -6.1 % |
| 2026Q1 | 371 | -10 | 10,516,137 | -4.0 % |
| 2025Q4 | 381 | -18 | 10,954,788 | -10.1 % |
| 2025Q3 | 399 | +19 | 12,186,712 | -2.8 % |
| 2025Q2 | 380 | +9 | 12,540,925 | -6.5 % |
| 2025Q1 | 371 | +1 | 13,416,925 | +0.5 % |
| 2024Q4 | 370 | +19 | 13,355,792 | +2.4 % |
| 2024Q3 | 351 | -3 | 13,046,228 | +0.6 % |
| 2024Q2 | 354 | +20 | 12,969,348 | +6.7 % |
| 2024Q1 | 334 | +15 | 12,159,966 | +0.3 % |
| 2023Q4 | 319 | 12,127,903 |
Institutional managers
431 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,338,218 | 395.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,730,549 | 292.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,662,405 | 281M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 859,459 | 145.3M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 759,515 | 128.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 735,574 | 124.3M $ | as of Mar 31, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 645,384 | 109.1M $ | as of Mar 31, 2026 |
| Select Equity Group, L.P. | 637,723 | 107.8M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 623,629 | 105.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 599,222 | 101.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 517,769 | 87.5M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 448,870 | 75.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 430,056 | 70.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 394,931 | 66.8M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 333,861 | 56.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 323,006 | 54.6M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 285,130 | 48.2M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 254,739 | 42.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 213,823 | 36.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 210,402 | 35.6M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 189,302 | 32M $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 186,946 | 31.6M $ | as of Mar 31, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 186,048 | 31.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 183,575 | 31M $ | as of Mar 31, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 177,872 | 30.1M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Morningstar Inc". https://titelia.com/en/stocks/morningstar-inc-US6177001095